Category: Estate Planning

Social Security — The Million Dollar Asset

Perhaps the biggest retirement decision you will make will be when to start Social Security benefits. For those who consistently earned six-figures, SS benefits represent upwards of a million dollars of potential income! So it’s definitely worthwhile to know not

Posted in Estate Planning, Retirement Planning, Social Security Tagged with: ,

How to Find the Best Medicare Plan

Hey Paul: I will turn 65 next year and will start Medicare for my health insurance. I am confused on the how to choose among the different plans including prescription drug coverage. What do I need to know?  Medicare can

Posted in Estate Planning, Health Insurance

Teachers Get Dinged on Social Security

Hey Paul: I have taught in the local school system for 30 years. I plan to retire in a few years and my teacher’s pension will be about $36,000. I also managed a tutoring business for 10 years and paid

Posted in Estate Planning, Social Security

Who Needs a Financial Advisor?

Hey Paul: We are a middle-class family with three children the oldest headed off to college next fall. We are halfway through a 30-year mortgage but otherwise do not have any debt. All our retirement savings of about $300K is

Posted in Debt, Education, Estate Planning, Health Insurance, Home Mortgages, Social Security, Tax Planning